Purchases and Sales Made in Q4 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
122+ 9.67% |
$28.5K - $31.9K
|
1.38K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
120+ 7.35% |
$28.1K - $31.4K
|
1.75K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
120+ 9.98% |
$28.1K - $31.4K
|
1.32K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
118+ 10.87% |
$27.6K - $30.9K
|
1.2K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
118+ 0.25% |
$27.6K - $30.9K
|
47.6K
$9.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
117+ 2.92% |
$27.3K - $30.6K
|
4.13K
$855K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
117+ 9.24% |
$27.3K - $30.6K
|
1.38K
$286K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
116+ 2.37% |
$27.1K - $30.3K
|
5.01K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
114+ 13.97% |
$26.6K - $29.8K
|
930
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
114+ 0.23% |
$26.6K - $29.8K
|
49.7K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
113+ 0.1% |
$26.4K - $29.6K
|
110K
$22.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
112+ 0.22% |
$26.2K - $29.3K
|
52.1K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 5.82% |
$25.7K - $28.8K
|
2K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
108+ 4.81% |
$25.2K - $28.3K
|
2.35K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
108+ 4.77% |
$25.2K - $28.3K
|
2.37K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
107+ 5.61% |
$25K - $28K
|
2.01K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
106+ 0.51% |
$24.8K - $27.7K
|
20.7K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
106+ 11.94% |
$24.8K - $27.7K
|
994
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
104New |
$24.3K - $27.2K
|
104
$21.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
101+ 0.38% |
$23.6K - $26.4K
|
26.6K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
101+ 6.84% |
$23.6K - $26.4K
|
1.58K
$327K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
101+ 0.83% |
$23.6K - $26.4K
|
12.3K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 0.24% |
$23.4K - $26.2K
|
41K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 2.63% |
$23.4K - $26.2K
|
3.9K
$807K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
99+ 7.07% |
$23.1K - $25.9K
|
1.5K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
98+ 4.51% |
$22.9K - $25.6K
|
2.27K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 1.83% |
$22.7K - $25.4K
|
5.41K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
97+ 6.78% |
$22.7K - $25.4K
|
1.53K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
97New |
$22.7K - $25.4K
|
97
$20.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
96New |
$22.4K - $25.1K
|
96
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
96+ 0.36% |
$22.4K - $25.1K
|
26.7K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94+ 1.24% |
$22K - $24.6K
|
7.66K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
93+ 64.14% |
$21.7K - $24.3K
|
238
$49.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
91+ 7.42% |
$21.3K - $23.8K
|
1.32K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
90+ 2.1% |
$21K - $23.5K
|
4.38K
$908K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
90+ 0.63% |
$21K - $23.5K
|
14.5K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
90New |
$21K - $23.5K
|
90
$18.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
89+ 0.3% |
$20.8K - $23.3K
|
29.3K
$6.07M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
88+ 3.78% |
$20.6K - $23K
|
2.42K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
88+ 9.38% |
$20.6K - $23K
|
1.03K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
86+ 6.66% |
$20.1K - $22.5K
|
1.38K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
85+ 13.47% |
$19.9K - $22.2K
|
716
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
85+ 5.81% |
$19.9K - $22.2K
|
1.55K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
84+ 0.27% |
$19.6K - $22K
|
31.4K
$6.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
84+ 0.62% |
$19.6K - $22K
|
13.6K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
83+ 1.19% |
$19.4K - $21.7K
|
7.07K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
82+ 0.6% |
$19.2K - $21.4K
|
13.7K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
82+ 1.3% |
$19.2K - $21.4K
|
6.4K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
81+ 0.59% |
$18.9K - $21.2K
|
13.7K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
81+ 7.99% |
$18.9K - $21.2K
|
1.1K
$227K
|